See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,806 | $160,055-35.8% | $140,016-26.6% | $135,375-24.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -7.71% | 911.38%-919.1pp | 651.12%-658.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $4,825 | $6,420-24.9% | $5,606-13.9% | $4,779+1.0% |
| Participant deferral / active EE | $3,611 | $7,642-52.7% | $6,927-47.9% | $5,609-35.6% |
| Admin fee / account holder | $3,752 | $13,328-71.8% | $10,705-65.0% | $10,827-65.3% |